skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Can you provide an overview of these products that are widely available in the US and not canada. I know they use leverage to generate returns and especially many pay higher dividends. i have tracked them against my other portfolio holdings and they have not done (in general) any worse than my other holdings in a correction. I like the nice dividends for my retirement - For example QYLD. how much more risk am i taking on?
Read Answer Asked by kelly on November 10, 2021
Q: Could you please comment on Closed end Municipal Bond Funds in the U.S.? How are they leveraged, and are they a good safe investments as a hedge against more troubled times next year? Any picks?
Read Answer Asked by Tom on November 09, 2021
Q: Is there a summary of Canadian Closed end funds that is available to view? Years ago, Financial Post carried a daily summary of this sector, but I cannot find that anymore.
Read Answer Asked by Richard on November 02, 2021
Q: I hold riocan for income and some growth and I am up at 45% so far. For more income, do you think it is a good idea to sell and buy the global dividend spit fund ( GDV.to ) that has a dividend of 10% at the moment ? Advise me if you have a better suggestion or simply do nothing and keep riocan. BTW it is in a taxable account so I have to pay taxes on the move. Thanks and have a nice day.
Read Answer Asked by jean on November 01, 2021
Q: I am scratching my head on this one! I bought some very cheaply in the recent market sell off. I am looking at the NAV of $18.10 (Sept. pricing). That seems an extraordinarily steep discount to what it presently sells for. Am I reading it correctly? Further, I noticed it passed up a termination date some time back but has another at 2023 year end. What would convince them to shut it down? Shareholders like me or something else? If something else what could that look like?

TIA
Read Answer Asked by Gerald on October 19, 2021
Q: Hi 5i,
Would you please provide an explanation of the announcement July 23 by Brookfield Global Infrastructure of establishing an At The Market Equity Program. They don't say how the cash raised will be used. Is this to raise money for the fund to invest in more infrastructure assets? It seems timely right now given so many advisors are suggesting to invest in infrastructure. Your thoughts please. Thanks
Read Answer Asked by Gordon on August 03, 2021
Q: Greetings 5i,

What to do about FFN. I love the div and I’m +77% since the Covid bounce back. I guess my biggest concern is I don’t understand how the div is so large. I wonder if the div it pays gradually erodes the NAV and so inevitably will result in a lower and lower share price and zero dividend. Or will the share price move up with the assets it owns? Can 5i shed some light on this?

Thanks!
Read Answer Asked by Duane on April 22, 2021
Q: Good morning,
I see "Sprott Physical Gold and Silver Trust Updates Its 'At-The-Market' Equity Program" and may issue up to one billion dollars of new units. If I understand this correctly, Sprott will issue new units at the market price. So say gold and or silver go up, Sprott will issue new units, does this not stop the price of CEF from participating in the price rise of the metals and they issue new units and therefore reduce the demand from the market for units currently available and cap the price rise? If one wants to participate in the rise in gold and or silver appreciation it seems to me CEF is therefore not the way to do it.
Thanks.
Read Answer Asked by John on April 15, 2021